See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,799 | $101,724+186.9% | $164,813+77.0% | $80,856+260.9% |
| Participation rate | 90.6% | 71.8%+18.8pp | 78.6%+12.0pp | 67.6%+23.0pp |
| Annual return | 10.94% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $5,325 | $2,953+80.3% | $4,341+22.7% | $2,755+93.3% |
| Participant deferral / active EE | $4,551 | $4,477+1.6% | $6,031-24.6% | $4,296+5.9% |
| Admin fee / account holder | $23,664 | $8,227+187.6% | $12,690+86.5% | $6,918+242.1% |